Category Archives: Quick Quill

Reiterating Transports Tactical

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Rising Job Insecurity Amplifies Cautious Consumer Discretionary Stance

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Restock vs. Chapter 11s Equals Treasury Market Tension

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Hostile U.S. Export Backdrop Future Impairs Consumer Discretionary

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Restocking Narrative Raises the Risk of Underperformance at the Long End of the Treasury Curve

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Leading Chemicals in the Crosshairs

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Empire Doubles Down on the Inventory Restocking Narrative

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Disinflationary Discretionary Travel and Used Vehicles Remove Core Inflation’s Threat

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Rents Should Generate a Downside CPI Core Surprise

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Premature to Call the All Clear for NFP

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